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Cary Street Partners Investment Advisory’s Primerica PRI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
860
+24
+3% +$6.57K 0.05% 330
2026
Q1 		$209K Buy
+836
New +$216K 0.05% 338

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's PRI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Primerica (PRI) stake by 2.9% in Q2 2026, buying an estimated $6.57K and bringing the position to 860 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #330.

Cary Street Partners Investment Advisory first reported a position in PRI in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 860 shares of Primerica worth $244K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 24 Primerica shares in Q2 2026, an estimated $6.57K.
  • Primerica made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #330 holding.
  • Cary Street Partners Investment Advisory first reported a position in Primerica in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.